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Capsule CRM

Capsule CRM

Create integrations between Capsule CRM and your favorite App

Create effective Capsule CRM automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Capsule CRM

Capsule CRM

Capsule CRM

SmartTask

SmartTask

SmartTask is an online work management tool helping teams streamline their communication and workflows.

smartsearch

smartsearch

SmartSearch is a global platform that helps companies quickly identify, recruit, and onboard talent.

smartrmail

smartrmail

SmartrMail is the easiest way to send your customers the products they’re most likely to buy.

smartreach

smartreach

SmartReach.io is a sales automation platform that helps you automate sending cold-emails and follow-ups from your mailbox and running email outreach campaigns with built-in tools.

smartnotation

smartnotation

Smartnotation is an easy to use, voice enabled meeting minutes solution.

smartloop

smartloop

Simplicity and automation. Sell more by using conversational AI to collect leads, nurture and engage with better insights. Enjoy improved CTR by elevating your email marketing.

smartfile

smartfile

Secure File Sharing & Transfer Solutions for Business and Enterprise

smartercontact

smartercontact

Smarter Contact is an SMS provider that helps professionals close more deals. In addition, the software serves as an efficient and flexible CRM that allows clients to track their customers from initial contact to close!

smartengage

smartengage

Engagement Automation Is The Future of Marketing. SmartEngage is an email autoresponder, Facebook messenger, and web push notification tool, which links all 3 platforms for the highest deliverability possible.

smartdialog

smartdialog

SmartDialog is a platform used to send and receive SMS- and WhatsApp messages. It offers a wide variety of smart messaging services.

alchemy

alchemy

Alchemy is a web3 development platform with the most powerful set of web3 development tools to build and scale your dApp with ease!

Zvanu Parvaldnieks

Zvanu Parvaldnieks

Zvanu Pārvaldnieks is a mobile virtual PBX service for LMT mobile subscribers.

Actions and Triggers

When this happensTriggers

Capsule CRM

New or Updated Contact

Triggers when a given action is performed on a Person or Organisation.

Capsule CRM

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Capsule CRM

New or Updated Project

Triggers when a given action is performed on a Project.

Capsule CRM

New or Updated Task

Triggers when a given action is performed on a Task.

Capsule CRM

New or Updated Users

Triggers when a given action is performed on a user.

Do thisActions

Capsule CRM

Create Contact

Creates a new Person or Organisation.

Capsule CRM

Update Opportunity

Update an existing opportunity

Capsule CRM

List Tasks

Get a list of all tasks

Capsule CRM

Add Note to Entity

Adds a Note to an Entity.

Capsule CRM

Create Opportunity

Creates a new Opportunity.

Capsule CRM

Create a project

Create a new Project

Real-World Use Cases of Capsule CRM Integrations

See how Capsule CRM integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate capsule-crm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and capsule-crm databases.
  • Integrate capsule-crm with MySQL to automatically sync records, facilitating seamless data exchange between capsule-crm and your SQL databases.

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Our team is all set to help you!

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
Capsule CRM

About Capsule CRM

CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.

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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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